What are the responsibilities and job description for the Performance Associate position at Capital Group?
I can succeed and become a Performance Associate at Capital Group."
As a Performance Associate within the Equity team in Irvine, you will be responsible for delivering accurate and timely performance measurement (results) and portfolio analytics for Capital Group's suite of mutual funds and institutional accounts. You will calculate, extract, and analyze portfolio results, attribution, and analytics in support of investment oversight. You'll play a critical role in drawing new insights, asking the right questions to ensure an understanding of underlying needs behind data asks, forming a narrative out of data, and clearly communicate your findings. You will join a team focused on enabling an exceptional investment process while focusing on operational excellence, continuous improvement, and process optimization. You have high service orientation, integrity, and take ownership of work.
I am the person Capital Group is looking for."
You have a bachelor's degree in business, finance, mathematics, economics, statistics, computer science, MIS, or other quantitative field of study.
You have 1 years of experience with Equity and Balanced, Attribution and portfolio analysis. You've calculated, validated, and interpreted portfolio investment results, with attribution, benchmark, and transaction / holdings-based analysis.
Level 1 CFA certification completed or in progress preferred. Level 2 or 3 CFA certification or MBA a plus.
You have working knowledge in SQL, data visualization tools (Tableau, Alteryx and / or Power BI), and MS Excel Skills (functions, charting, and pivot tables). You've drawn insight and developed creative and compelling exhibits. You have some experience with related systems such as FactSet Portfolio Analysis, Bloomberg, Morningstar Direct, and / or B-One.
You have some experience with data modeling and data manipulation skills.
You enjoy working in an environment where collaboration, critical thinking, excellent problem-solving skills, and curiosity are essential for success.
You support your team with a keen focus on developing best practices, increasing efficiency, enhancing capabilities, and mitigating risk.
You raise your hand when you see a problem or have a question. Your colleagues turn to you for sound recommendations based on facts.
- Internal deadline to apply : Friday, March 14th
Orange County Base Salary Range : $74,282-$118,851
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here .
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS / HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
Salary : $74,282 - $118,851
